See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,277 | $117,841-83.6% | $102,423-81.2% | $145,922-86.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.56% | 31.65%-14.1pp | 29.32%-11.8pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,339 | $3,615-35.3% | $3,023-22.6% | $4,660-49.8% |
| Participant deferral / active EE | $4,333 | $5,731-24.4% | $5,053-14.2% | $6,688-35.2% |
| Admin fee / account holder | $83 | $13,326-99.4% | $9,451-99.1% | $13,397-99.4% |